ESTATE PLANNING ATTORNEY MARIETTA, GA
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Estate Planning – Services Range From $175 to $4,500
Our Legacy and Estate Planning Session is not your typical initial consultation. During your session, we guide you through estate planning and help you organize your assets and resources so you can finally relax about what you have and what protection you need. The session is a real working meeting where you will:
- Choose the Right Guardians for Your Children
- Get Your Financial House in Order and Keep it That Way.
- Confirm You Are Making Smart Financial Choices About Things Like Saving for College, Keeping Your Money Safe, and Buying Life Insurance;
- Ensure Your Kids (& Spouse) Are Prepared for Life Without You
- Discover How To Legally Avoid ALL Estate Taxes & Keep Your Family Out of Court
- Learn the Secret to Protecting Your Kids’ Inheritance From Lawsuits and Divorce
- Discover How to Leave Your Loved Ones a Gift Far Greater Than All the Money in the World
The right Marietta estate planning lawyers are necessary to secure your legacy for your family after your demise. A skilled and experienced estate planning attorney from the office of Perigon Legal Services will provide counsel and advice on the legal process, estate planning matters, and wills settlement among family members and provide legal counsel during the probate process.
Here’s a brief overview of estate planning services provided by a lawyer.
- Drafting Wills and Trusts: In the estate planning process, the two essential elements are Wills and Trusts. A probate lawyer will help you navigate family law and prepare wills and trusts that will help you plan ahead.
- Advance Healthcare Directives and Power of Attorney: Living wills or advanced healthcare directives allow individuals to specify their healthcare preferences when needed. A power of attorney will enable individuals to appoint someone to make financial and legal decisions in case of incapacitation.
Other than these, estate planning services include asset protection, business succession planning, and probate and estate administration. Consult with a probate attorney to create a Georgia estate plan.
How to Schedule Your Legacy Planning Session
To start the process, schedule a legacy and estate planning session with one of the most knowledgeable lawyers in Marietta, GA, who is experienced in estate planning practice areas, including probate, estate administration, wills, trusts, and elder law legal matters.
- Call (770) 268-2475 and schedule your meeting. (This will usually be within a week after you contact us.)
- After you have scheduled your meeting, you must return your Personal Information Form within 24 hours before your scheduled appointment. The Form provides your attorney with the information necessary to make the session most valuable to you and your family.
What Happens at the Initial Meeting?
At your meeting with a top estate planning attorney, Marietta GA, which usually lasts 1-2 hours, we will review your concerns and goals and identify the best ways for you to ensure your legacy and financial security for your family. We will also look at making things as easy as possible for your loved ones after you are gone.
By the end of the meeting, you should understand your estate planning options, what they will cost, and whether Perigon Legal Services is the right law firm for you. If you decide we’re not a great fit, that’s okay! We will refer you to another estate planning lawyer that better fits your goals.
What Attorney Will You Meet With?
All potential clients meet with Perigon Legal Services founder Stan Faulkner. Born and raised in St. Louis, Missouri, Stan has practiced law for over 18 years, and in that time, he’s helped hundreds of families achieve peace of mind through estate planning. With so many years of experience in estate planning and related practice areas, it’s safe to say this is his passion. You can learn more about Stan here.
Call to schedule your Legacy and Estate Planning Session today!
HOW WE’RE DIFFERENT
“Many aspects make Stan Faulkner of Perigon Legal Services different than other firms. As a knowledgeable advocate and litigator with 15 years of experience, Mr. Faulkner has held bar licenses in Connecticut, Illinois, Missouri, and Georgia. He has appeared in the Court of Appeals in Illinois and Missouri and successfully prosecuted in federal and state courts.
He uses his skill and experience to help people in business and contract disagreements and probate law matters, including guardianships and conservatorships. As one of the most esteemed Marietta estate lawyers, he is determined to serve his clients’ legal needs.
Let Us Show You the Difference
We speak differently than most estate planning attorneys in Marietta, GA; we talk more like you than most colleagues. That’s because we are you — first and foremost, we are entrepreneurs, business owners, and families just like you who understand what it takes to start a business, grow a business, do business succession planning, and turn that business into a venture that improves the world forever.
In the typical estate planning experience, you’ll often meet with an estate planning lawyer who will speak in “legal-ese,” over-complicate things, and confuse you. You’ll get the idea your estate planning lawyer is competent and seems to know what they are doing, so you’ll nod and answer questions as if you understand everything. Because you want to do the right thing for your family and business, you’ll have the lawyer prepare and sign the documents, feeling relieved that you got THAT taken care of.
Our clients have a far different experience. We realize that every one of our clients has different objectives. We take great pride in giving each of our clients individualized representation and laying out all the possible outcomes of a case. No one’s case is the same as the next, and we are dedicated to helping you understand the laws that affect your particular case.
ESTATE PLANNING SERVICES
When you are ready to contact will lawyers in Marietta, GA, for estate planning services, our thoughtful estate planning packages provide varying levels of protection suited to your unique goals and needs.
BASIC WILL PACKAGE
Does Not Include Probate Avoidance, Power of Attorney, or Advance Directive.
PREMIUM WILL PLAN
Includes Testamentary Trust, Guardianship, Power of Attorney, and Advance Directive.
REVOCABLE LIVING TRUST PLUS
Includes Deed and Asset Transfer, Power of Attorney, and Advance Directive.
BASIC WILL PLUS
Includes Power of Attorney and Advance Directive.
REVOCABLE LIVING TRUST
Includes Deed and Asset Transfer, Power of Attorney, and Advance Directive.
PREMIUM TRUST PLAN
Includes Sub Trusts, Guardianship, Deed and Asset Transfer, Power of Attorney, and Advance Directive.
WILLS AND TRUST
Marietta estate planning attorneys can explain the distinction between wills and trusts to protect your interests. Where a will requires a probate period, a trust goes into effect immediately after the testator’s death.
Trust enables the “trustee” to oversee the testator’s estate upon death and lasts until the funds are gone or the trustee’s death. Although a handwritten will or one that uses an online will template is often legally binding, an attorney must prepare a trust. The right Georgia estate planning lawyer can advise you of your options. If you want to set up a living trust to guarantee your estate plans are secure and adhered to, you need a skilled lawyer.
A guardianship in GA is a vital legal tool that permits a person or government entity to make choices for another individual. In Georgia, guardianship is the legal process by which a person (or state entity) petitions the court for the right to act as the guardian for someone they deem incapable of taking care of him or herself.
Once the guardianship has been granted, the “ward” no longer has the right to make their own decisions. Therefore, courts carefully determine whether the individual cannot take care of themself and that this step is in their best interest. A guardianship attorney or a special needs trust attorney in Marietta, GA, understands how to advise and represent their clients in various Georgia estate planning matters and related practice areas.
Tackling Guardianship Cases Since 2001
Is one of your family members mentally disabled? What can you do to make sure their affairs are taken care of? Hire Marietta estate planning attorney Stan Faulkner at Perigon Legal Services, LLC, to establish guardianship.
Our lead attorney for Will in Marietta, GA, has years of experience helping Atlanta and Marietta’s residents do estate planning and plan for the future of their estates. He can help you do the same for your loved one. He’ll present a prepared estate planning case for the court so you have the best chance at your desired outcome. Get in touch with us today to make your request.
A conservatorship is where one person (the conservator) is given control over the financial matters of another incapacitated person, referred to as a “ward.” The conservator has no authority over the ward’s personal affairs, however. Some of their responsibilities include planning a budget, paying the bills, filing taxes, and overseeing the ward’s financial investments.
In Georgia, petitioning to become a conservator is complex and lengthy. Since a ward has severely reduced personal rights regarding monetary decision-making, the courts strive to determine that this step is in their best interest. To improve your outcome, retaining an experienced attorney in estate planning, elder law, guardianship, and conservatorship hearings is wise.
Why Choose Perigon Legal Services, LLC?
At Perigon Legal Services, LLC, we understand that making decisions about your loved one’s future can be daunting. That’s why we’re here to help guide you through the entire process, from start to finish.
With over 20 years of experience in estate planning, elder law, and guardianship and conservatorship matters, our lead attorney Stan Faulkner has the knowledge and skills necessary to represent your interests successfully.
We take a client-focused approach and carefully listen to your concerns and goals. We aim to provide personalized, practical, and trustworthy legal advice to help you make the best decisions for your family’s future.
Let Us Help You
Life can surprise people every day. Those who die without developing a Georgia estate plan would have their estate go through a probate process, and their children, grandchildren, or other family members potentially may not be taken care of properly.
On the other hand, many people don’t consider they have considerable property, so they think an estate planning process is unnecessary in their case. However, the estate planning process is for anyone who would like to ensure their family members are taken care of after they’re deceased.
An experienced estate planning attorney skilled in several areas, including estate administration and elder law, would be the wisest choice. Stan Faulkner of Perigon Legal Services is one of those attorneys, and he can help you create an individualized estate plan. Among the services we offer are:
- Will and trust drafting
- Trust Administration
- Probate litigation
- Guardianship and conservatorship proceedings
Stan Faulkner is well-experienced in elder law, estate planning, and trust administration. He serves clients in the Atlanta Metro area interested in wills, probate, and estate planning; his office is in Marietta, GA. Contact our offices today to schedule your appointment with Stan. Our number is 770-268-2475.